Tyler-Stone Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $140K | Hold |
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|
2024
Q1 | $140K | Hold |
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|
2023
Q4 | $126K | Hold |
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|
2023
Q3 | $108K | Sell |
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|
2023
Q2 | $171K | Buy |
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|
2022
Q4 | $169K | Hold |
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|
2022
Q3 | $149K | Hold |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $173K | Hold |
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|
2021
Q4 | $179K | Buy |
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